Joel Isaacson & Co’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$23.8M Buy
2025
Q1
$21.4M Buy
2024
Q4
$21.3M Buy
2024
Q3
$20.4M Buy
2024
Q2
$17.3M Buy
2024
Q1
$16.6M Buy
2023
Q4
$14.5M Buy
2023
Q3
$12.8M Buy
2023
Q2
$13M Buy
2023
Q1
$11.8M Buy
2022
Q4
$10.4M Buy
2022
Q3
$7.28M Buy
2022
Q2
$6.78M Buy
2022
Q1
$7.88M Buy
2021
Q4
$7.48M Buy
2021
Q3
$5.65M Buy
2021
Q2
$5.64M Buy
2021
Q1
$4.14M Buy
2020
Q4
$3.56M Buy
2020
Q3
$2.14M Buy
2020
Q2
$1.78M Buy
2020
Q1
$1.15M Buy